To better support integration with Salesforce.com and apps built on the Salesforce platform, we have added a Salesforce ContactID field to the Member Contact, and a Salesforce AccountID to the Member Company. These fields are used by our APIs when sending information to Salesforce-based apps to connect that information to Salesforce Contacts and Accounts.
For the Member Type field, we have added new values for “Prospect” and “Former Client” to better able you to identify people in those roles relative to your company.
For the Membership Status field, we have added a new value for “Former Member” to designate people who have dropped out of your customer program, while allowing you to keep their content and history.
Enhancements to the Requests module:
You now have the ability to designate certain users to receive email notifications when new Requests are created from within SlapFive, Salesforce, or other points of origin. To enable this for a user, check the “Notify of New Requests” field on the user record.
A new Delete button has been added to the Edit Request screen to delete a request that is no longer needed.
The Create New Request window in Salesforce has been updated so the “Save” button is now “Submit”, and it is condensed to not require scrolling to see the Submit button.
You can automatically add new Stories that come in for a particular prompt to a specific board. To enable this, click the new “Auto Stories” tab on the Edit Board screen, and select the Prompts who’s responses you want to automatically be added to that board.
The following fields from the Member record can now be displayed on boards. These are used for building a member showcase page to promote your program participation within your company.
Last Activity Date
Activity Types Willing To Do
2.2 - October 2020
The new Virtual Minute Booth feature allows you to capture stories from attendees to your virtual events.
To support the Virtual Minute Booth, we have rebuilt the Remote Capture capabilities to allow your customers to respond to prompts using audio or video, right from their desktop webcam. This extends the previous capability to respond on a mobile phone.
This includes a new user interface for the responder that uses a wizard approach to step them through multiple prompts in a prompt group.
There is a new storyboard template for the “outer room” of the Virtual Minute Booth that lets your event attendees see how their peers have responded to the questions.
To create customized experiences for customers during the Remote Capture, we made these changes to Prompt Groups:
You can add a Video Explanation to a prompt group. It appears on the first screen of the Remote Capture wizard.
You can specify “Prompt Response Exit URL” and “Prompt Response Exit URL Text” on a prompt group to designate a specific web page or site that you want to re-direct people to after answering the questions in a prompt group. If specified, these values override the ones entered in Client Settings.
You can re-sequence prompts within a prompt group.
New storyboard templates make it easy to showcase multiple spokespeople from the same company on single-customer layouts.
There is a new API endpoint for creating Activity records. This can be used for importing Activity History from your legacy Reference Management app.
2.1.3 - September 2020
The new Requests feature enables anyone to make a request for customer voice content or for customer participation in a reference activity:
There is a new primary menu tab labeled “Requests” that has a Kanban board of Requests with columns for New, In Progress, Fulfilled, and UnFulfilled, and users can drag and drop requests between those columns.
SlapFive users can create a new Request from this tab, and Salesforce.com users can create a new request from the blocks on the Contact and Opportunity records.
Users can review requests, update them, and fulfill them by attaching one or more boards or one or more members.
When members are attached during fulfillment, activities are automatically created for those members.
On the Send Prompt screen, there is a new advanced filter button that lets you subset the list of members by filtering on any of the fields on the member contact and company screen, including the Activity Types Willing to Do.
2.1.2 - August 2020
On the Members tab, there is a new advanced filter button that lets you subset the list by filtering on any of the fields on the member contact and company screen, including the Activity Types Willing to Do.
On the Prompts tab, in the list of prompts, there is a new column that shows the number of stories that exist for that prompt. This helps you make sure you are getting maximum reuse of prompts and avoid unnecessary prompt proliferation.
On the Edit Boards screen, Stories tab, the drop region for the Selected Stories column has been increased in size to make it easier to drag and drop stories on the board.
2.1.1 - July 2020
On the Members tab, the Twitter Handle column has been replaced with columns for Engagement Score and Last Activity date. The member list can be sorted by Engagement Score.
2.1.0 - June 2020
The integration with Salesforce.com puts a new custom block on the Salesforce.com Account and Opportunity records that:
Displays recommended boards for that Opportunity/Account to the Salesforce.com user based on Matching Criteria.
In the integration configuration, your Salesforce.com admin specifies 1, 2, or 3 fields from the Account record to match to corresponding new fields on the Member Company in SlapFive.
The Salesforce.com user can click the View All button to deactivate the matching criteria and show all boards that have a custom field value indicating they should appear in Salesforce.com, and can Search within the result set.
The Salesforce.com user can click the Request Reference button to submit a Request for content or customer references to SlapFive.
The Salesforce.com user can share a board by selecting Contacts associated with the Opportunity, or by typing in names and email addresses, and SlapFive tracks the sharing activity and viewing history.
Each of the buttons and Search field are configurable to appear nor not appear depending on your needs.
The API now has an endpoint for creating Activities for members.
The Sent Prompts & Responses screen has been improved to show more complete data and action buttons for sent prompts that have responses.
2.0.5 - May 2020
On the open prompt response screen where the responder enters their identifying information, the Submit button is now the Next button.
2.0.4 - April 2020
The API now allows you to add a Member to a Member Group.
Several screen changes were made to the prompt response screens for clarity and usability.
2.0.2 - February 2020
The Advanced Filter for Stories now lets you filter on Transcription text.
For any Board that is set to Require Access Link, you can set a Forced Expiration Duration (in Days). If a number is entered into this field, whenever this board is shared, the sharer will see but will not be able to change the Board Link Expires, which will show the calculated expiration date by adding the number of days entered to the share date.
Fixes were made to improve the audio and video controls when rendered in Microsoft Explorer and Edge browsers.
2.0.1 - January 2020
When you send an Open Prompt Group, the responder now only has to specify their Name, Email Address, and Company once, not for each prompt in the group.
The API was updated to handle Member Status field and Activity Types Willing to Do.
On the Membership tab, there is a new sub-tab for Nominated, so you can track potential members who have been nominated by others.
2.0 - December 2019
We changed the term “Customer” to “Member” to represent that fact that participants in your programs can be clients, employees (sales, executives), industry thought leaders, partners, etc. Accordingly, the “Customers” tab is now labeled “Membership”, with new sub-tabs for Members, Invited, and Targets.
In your Client Settings, you can define the Activity Types that you offer members to participate in when they join your program, and you can give each Activity Type an Engagement Score to represent the level of engagement that activity represents relative to other activities.
For each member, you can now specify that member’s Activity Types Willing to Do, and create forms using any form-builder app to allow members to select their own Activity Types Willing to Do.
You can now track the activities that your members participate in, logging the Date, Activity Type, and any Notes you’d like to enter.
There is a new primary tab called Activities that shows all the activities your customers have done.
On your SlapFive homepage, there is a summary view of the most Recent Activities.
On the Members tab, you can click a member name to see the new Engagement Dashboard for that member. On this page, you can:
Toggle the Member Status between Active, Paused, and Inactive.
Log an Engagement Note to remind yourself or others of any special circumstances affecting this member’s participation in your program.
See the member’s Engagement Score, Response Rate, days since Last Activity.
See the Activity History for this member and log a new Activity.
By sending Prompts, you can offer Members opportunities to engage in activities.
On a Prompt, you can specify an Activity Granted on Response if you’d like to automatically log an activity for any member who responds to this prompt.
On a Board, you can specify to Grant Activity on View if you’d like to log an Activity for any member who you share a board with and who subsequently views that board.